Outbound Financial Inc

Q3 2025 13F-HR Holdings

Location
Boulder, CO
Holdings as of
9/30/2025
Date filed
7/15/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$122,650
Net value change ($000)
+13,215 (12.1%)
New positions
0
Sold out positions
1
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2026 Next filing: 7/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 2,723 11.8%
DFSD 1,063 33.5%
DFGP 1,062 8.4%
PLTR 964 33.8%
DGCB 862 12.7%
DFIC 768 11.6%
DFCF 749 60.3%
DFGX 743 59.8%
AVUS 663 7.4%
TSLA 596 40.0%
Top Reduces (Value $000, Stocks/ETFs)
MCK -363 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type